Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$350K Sell
2022
Q3
$350K Sell
2022
Q2
$585K Sell
2022
Q1
$1.09M Sell
2021
Q4
$3.65M Sell
2021
Q3
$5.33M Buy
2021
Q2
$5.56M Buy
2021
Q1
$5.07M Buy
2020
Q4
$5.01M Buy
2020
Q3
$3.54M Buy